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Crestwood Advisors Group’s SEI Investments SEIC Stock Holding History

Crestwood Advisors Group’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3M Buy
197,095
+882
+0.4% +$76.9K 0.26% 78
2026
Q1 		$15.4M Buy
196,213
+147,406
+302% +$12.1M 0.26% 79
2025
Q4 		$4M Buy
48,807
+10
+0% +$822 0.07% 156
2025
Q3 		$4.14M Sell
48,797
-152,396
-76% -$13.5M 0.07% 146
2025
Q2 		$18.1M Sell
201,193
-6,780
-3% -$546K 0.32% 76
2025
Q1 		$16.1M Sell
207,973
-1,059
-0.5% -$85.1K 0.31% 77
2024
Q4 		$17.2M Buy
209,032
+99,639
+91% +$7.82M 0.32% 74
2024
Q3 		$7.57M Buy
109,393
+643
+0.6% +$42.9K 0.14% 112
2024
Q2 		$7.04M Sell
108,750
-14
-0% -$941 0.15% 107
2024
Q1 		$7.82M Buy
108,764
+488
+0.5% +$32.4K 0.17% 102
2023
Q4 		$6.88M Sell
108,276
-116,141
-52% -$6.78M 0.16% 102
2023
Q3 		$13.5M Buy
224,417
+1,022
+0.5% +$62.8K 0.35% 69
2023
Q2 		$13.3M Buy
223,395
+42
+0% +$2.44K 0.42% 59
2023
Q1 		$12.9M Hold
223,353
– – 0.43% 64
2022
Q4 		$13M Buy
223,353
+153,353
+219% +$8.62M 0.44% 65
2022
Q3 		$3.43M Sell
70,000
-153,353
-69% -$8.37M 0.12% 98
2022
Q2 		$12.1M Hold
223,353
– – 0.41% 68
2022
Q1 		$13.4M Hold
223,353
– – 0.38% 69
2021
Q4 		$13.6M Sell
223,353
-27,641
-11% -$1.71M 0.35% 65
2021
Q3 		$14.9M Sell
250,994
-48,500
-16% -$2.96M 0.42% 66
2021
Q2 		$18.6M Hold
299,494
– – 0.54% 59
2021
Q1 		$18.2M Hold
299,494
– – 0.57% 57
2020
Q4 		$17.2M Sell
299,494
-1,358
-0.5% -$74.1K 0.57% 59
2020
Q3 		$15.3M Sell
300,852
-34
-0% -$1.8K 0.57% 56
2020
Q2 		$16.5M Buy
300,886
+222,739
+285% +$11.6M 0.66% 54
2020
Q1 		$3.62M Sell
78,147
-21,853
-22% -$1.3M 0.18% 92
2019
Q4 		$6.55M Hold
100,000
– – 0.26% 85
2019
Q3 		$5.93M Hold
100,000
– – 0.26% 86
2019
Q2 		$5.61M Hold
100,000
– – 0.25% 83
2019
Q1 		$5.22M Buy
+100,000
New +$5.01M 0.37% 57

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Crestwood Advisors Group's SEIC Position: Q2 2026 in Review

Crestwood Advisors Group increased its SEI Investments (SEIC) stake by 0.45% in Q2 2026, buying an estimated $76.9K and bringing the position to 197,095 shares worth $17.3M. The position accounts for 0.26% of the portfolio, ranked #78.

Crestwood Advisors Group first reported a position in SEIC in Q1 2019 and has held it in 30 quarters since. The position peaked at $18.6M in Q2 2021. 574 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Crestwood Advisors Group held 197,095 shares of SEI Investments worth $17.3M as of Q2 2026.
  • Crestwood Advisors Group bought 882 SEI Investments shares in Q2 2026, an estimated $76.9K.
  • SEI Investments made up 0.26% of Crestwood Advisors Group's portfolio in Q2 2026, its #78 holding.
  • Crestwood Advisors Group first reported a position in SEI Investments in Q1 2019 and has held it in 30 quarters since.
  • Crestwood Advisors Group's SEI Investments position peaked at $18.6M in Q2 2021.
  • 574 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.